Financial Life Advice Lacking?
Lately, I’ve been hearing about how some people feel that the quality of financial advice provided by their Financial Advisors has been lacking. Does this…
Financially Savvy Students
As we approach September, the subject of discussion in some of our meetings was how to prepare students heading off for post-secondary education. I reflected on…
Financial Life Events
One of the most common questions I am asked when engaging with a client for the first time is how often should we meet. Initially,…
Cottage Succession Strategized
The family cottage up north. The cabin on the lake. The beach front property. A vacation property can take various forms for many people but…
Longing For The Weekend
Now that we are into the second long weekend of our summer, I thought I would share some of the things I sometimes think about…
Summer Job Financial Strategies
Your first ever summer job and an income. Finally. Part of the work experience will likely include on-the-job instruction and part of your summer experience…
Canadian Clichés
I was sitting at the Cottage, during the typical Muskoka rain storm, contemplating about what I wanted to write about for our new Northern River…
Fatherly Financial Advice
It’s Dad’s Day. It’s a time when children share what they like best about their Dads. Ask a few kids and they’ll probably say that…
Summer Time Savings
You can save money throughout the year, but the warm temperatures of summer provide some strategies that just don’t apply in the winter months. There…
Financing The Family Vacation
Good old summer time is upon us. In Canada, the May 24 long weekend signals the start of the traditional Canadian summer season. Having spent…